OFFICIAL NOTICE February 2018 Quarterly Conference Legal Secretaries, Incorporated TO: Governors, LSI Officers, LSI Committee Chairmen, Members-at-Large, LSI Past Presidents and LSI Honorary Members. The February 2018 Quarterly Conference of the 2017-2018 Board of Governors of LEGAL SECRETARIES, INCORPORATED, will be hosted by Orange County Legal Secretaries Association on February 23, 24, and 25, 2018, in Buena Park, California. HEADQUARTERS: HOTEL RESERVATIONS: Knott s Berry Farm Hotel 7675 Crescent Avenue Buena Park, California 90620 (866) 258-5651 - Telephone (916) 927-5168 Facsimile Via Internet: https://www.knotts.com/stay/knottsberry-farm-hotel or Phone: (714) 995-1111 or (866) 752-2444 FAX: (714) 952-9545 Group Code: OCLS18 DEADLINE FOR RESERVATIONS: JANUARY 21, 2018 RATES: ROOM DEPOSIT REQUIRED: TAX: CHECK IN/OUT: PARKING CHARGE PER DAY: $135 per night (Single/Double) (No rollaways available) None - Credit card required to guarantee reservation. NOTE: First night s room and tax will be charged 3 days prior to checking in. 12% + $2.70 Assessment Fee Check in time is 4:00 p.m. Check out time is 12:00 Noon $7 per day (no valet parking available) OFFICIAL NOTICE FEBRUARY 2018-1 1
HOTEL AMENITIES: SCRIP TICKET: Wi-Fi, cable, in-room coffee maker, fitness center, pool with children s activity area, lighted sports courts. Dining options include Amber Waves, specializing in All-American fare and room service. $125 (includes registration, reception, banquet and brunch); $135 after January 22, 2018. Individual tickets may be purchased as follows: Registration: $20.00 Registration after 1/22/18: $30.00 Reception*: $25.00 Banquet*: $55.00 Brunch*: $35.00 DEADLINE FOR RESERVATIONS: January 22, 2018 NO REFUNDS AFTER: February 1, 2018 *Registration not required to attend these functions LUNCHEON RESERVATIONS: Governors' Luncheon* $25.00 (open to Governors only) Presidents' Luncheon* $25.00 (open to Presidents only) Open Luncheon $25.00 (open to all LSI members) TICKET AND LUNCHEON Use registration form published in November 2017 RESERVATIONS: issue of The Legal Secretary, or online at www.lsi.org. Checks should be made payable to: OCLSA 2018 FEBRUARY CONFERENCE Ticket reservations should be mailed to: Orange County Legal Secretaries Association Post Office Box 28391 Santa Ana, CA 92799 Tel: (949) 432-6608 Deborah Schmidt, CCLS E-Mail: oclsa2018conf@gmail.com OFFICIAL NOTICE FEBRUARY 2018-1 2
TRANSPORTATION (This Conference Is NOT Designated as a Remote Location) Flying and Renting a Car: John Wayne/Orange County Airport is 20 miles from the hotel. Los Angeles International Airport (LAX) is 30 miles from the hotel. Rental cars are available at both airports. Super Shuttle (Shared Ride) is $17 each way from Orange County Airport, and $17 each way from LAX. DRIVING DIRECTIONS: From the North: Heading South on I-5, take the Beach Boulevard Exit, turn right onto Beach Blvd.; continue south to Crescent Avenue (which is the block past Knott s Berry Farm theme park); make a right on Crescent Avenue and hotel is a block down on the right. From the South: Heading North on I-5, merge onto the 91 Freeway, take the Beach Boulevard Exit, turn left onto Beach Blvd., continue south to Crescent Avenue (the block past Knott s Berry Farm theme park); make a right on Crescent Avenue and the hotel is a block down on the right. Other Means of Transportation: Amtrak s Surfliner runs from San Luis Obispo to San Diego, and Metrolink s Orange County Line runs from Los Angeles to Oceanside. The nearest stations to Knott s Berry Farm Hotel are in Buena Park (serviced only by Metrolink) and in nearby Fullerton (serviced by both Amtrak and Metrolink). Check Greyhound s website for routes and services at www.greyhound.com. OFFICIAL NOTICE FEBRUARY 2018-1 3
SCHEDULE OF EVENTS Thursday, February 22, 2018 1:00 p.m. 5:00 p.m. Budget Committee Meeting (EC Members Only) Modjeska Boardroom 7:00 p.m. 9:00 p.m. Marketing Committee Modjeska Boardroom Friday, February 23, 2018 8:30 a.m. 5:00 p.m. Executive Committee Meeting (EC Members Only) Modjeska Boardroom 8:30 a.m. 5:00 p.m. Continuing Education Council (CEC Members only) Talbert Room 8:30 a.m. 5:00 p.m. Publications Revision Committee (Officially Called PRC Members Only) 1:00 p.m. 5:00 p.m. Legal Specialization Section Leaders Meeting (Section Leaders Only) Preston Parlor (9th Floor) 1:00 p.m. 6:00 p.m. Registration Mezzanine 3:00 p.m. 8:00 p.m. Exhibitors Irvine/O Neill Rooms 4:00 p.m. 6:00 p.m. Hospitality Suite Hosted by Don Lee, LSI Honorary Member Location TBA 5:15 p.m. to 6:15 p.m. CEC Educational Program Speaker: CA Dept. of Industrial Relations, Amusement Ride and Tramway Unit - Bobby Park, Acting Regional Manager, and Brandon Hart, M.S., Program Manager Topic: Amusement Parks: An Overview of Laws and Regulations (and Other Interesting Things) Regarding Amusement Parks Location: Talbert Room OFFICIAL NOTICE FEBRUARY 2018-1 4
6:30 p.m. 8:00 p.m. Reception Irvine/O Neill Rooms Saturday, February 24, 2018 7:30 a.m. - 8:30 a.m. CCLS Workshop Topic: CCLS Mini Mock Exam Speaker: Terrie Quinton, CCLS 8:00 a.m. 5:00 p.m. Registration Mezzanine 8:00 a.m. 2:00 p.m. Exhibitors Irvine/O Neill Rooms 9:00 a.m. - 10:30 a.m. Board of Governors Meeting (First Session) Knott Room 10:30 a.m. - 11:00 a.m. Coffee Break 11:00 a.m. 12:00 p.m. Legal Specialization Section Workshop Civil Litigation Speaker: Dennis Nakata Rutan & Tucker Topic: Motions from Staff s Perspective Talbert Room 11:00 a.m. 12:00 p.m. Legal Specialization Section Workshop Criminal & Family Law Speaker: William Spiller, Jr., Esq. Spiller Law Office Topic: 50-50 Custody Orders and Related Issues 12:15 p.m. 1:15 p.m. Governors' Luncheon Rosamond I (9th Floor) 12:15 p.m. 1:15 p.m. Presidents Luncheon Preston Parlor (9th Floor) 12:15 p.m. 1:15 p.m. Open Luncheon Chapman Room 1:45 p.m. 2:45 p.m. Board of Governors Meeting (Second Session) Knott Room OFFICIAL NOTICE FEBRUARY 2018-1 5
3:00 p.m. 4:00 p.m. Legal Specialization Section Workshop Law Office Administration Speaker: Jonathan Fraser Light, Esq. Light Gabler Topic: Employment Law Updates for 2018 Talbert Room 3:00 p.m. - 4:00 p.m. Legal Specialization Section Workshop Specialty Law Speaker: Lisa J. McMains, Esq. - Bassett, Discoe, McMains & Kargozar Topic: The Changing Role of Legal Secretaries in Insurance Defense Litigation - How to Adapt and Become an Indispensable Team Member 4:00 p.m. 6:00 p.m. Hospitality Suite Hosted by Don Lee, LSI Honorary Member Location TBD 4:30 p.m. 5:30 p.m. Legal Specialization Section Workshop Probate/Estate Planning Speakers: Christina McGonigle, Esq., CELA, and Mary Telford, Paralegal - McGonigle & Hunsaker, LLP Topic: Elder Law Conservatorships Talbert Room 4:30 p.m. - 5:30 p.m. Legal Specialization Section Workshop Federal Law Speaker: Cynthia J. Mascio, ACP - Atkinson, Andelson, Loya, Ruud & Romo Topic: Appeals 6:30 p.m. 7:30 p.m. Reception Rosamond I (9th Floor) 7:30 p.m. 10:00 p.m. Banquet Rosamond I (9th Floor) Sunday, February 25, 2018 9:00 a.m. 10:30 a.m. Brunch/Board of Governors Meeting (Third Session) Rosamond I (9th Floor) OFFICIAL NOTICE FEBRUARY 2018-1 6
GENERAL CONFERENCE CHAIR BARBARA BARREGAR c/o Rutan & Tucker, LLP 611 Anton Boulevard, Suite 1400 Costa Mesa, CA 92626 (949) 285-5271 (Home/Cell) (714) 641-5100, Ext. 1357 (Work) (714) 546-9035 (Fax) oclsa2018conf@gmail.com AGENDA FOR BOARD OF GOVERNORS MEETING 1. Call to Order 8. Reports of Elected Officers 2. Pledge of Allegiance 9. Reports of Appointed Officer 3. Code of Ethics 10. Reports of Committee Chairmen 4. Roll Call 11. Unfinished Business 5. Approval of Minutes 12. New Business 6. Correspondence 13. Announcements 7. Oral Resume of Executive Committee 14. Adjournment DETERMINATION OF QUORUM In order to determine whether a quorum will be present at the meeting, each Governor must advise the LSI Executive Secretary, in writing, or by e-mail, whether the local association will be represented by a Governor or Governor Pro Tem. OFFICIAL NOTICE FEBRUARY 2018-1 7 CHAIRMEN OFFICIALLY CALLED The following chairmen are officially called to the BOARD OF GOVERNORS MEETING at the LSI February 2018 Quarterly Conference in Buena Park, California: All Members of the CEC All Legal Specialization Section Leaders All Members of the Marketing Committee California Certified Legal Secretary...Terrie Quinton, CCLS 2018 Annual Conference Co-Chairs... Annette Davis & Mae Chester, CCLS Editor-in-Chief...Karen J. Jones
Editor, LPH... Linda Lane, CCLS Editor, LOPM...Lisa De La O Editor, The Legal Secretary...Barbara Barregar Historian...Bryana Schroder, CCLS Nominations and Elections...Mary J. Beaudrow, CCLS ALL officers and chairmen, with the exception of the Legal Specialization Section Leaders and the Publications Revision Committee Assistant Editors MUST submit a written report for this meeting. See the accompanying letter regarding your report and reimbursement of expenses during this quarter. ***************************************************************************************************** LSI 84th Annual Conference May 17-20, 2018 North Hollywood, California All Officers and Chairmen are officially called to the May 2018 Annual Conference. Dated: January 15, 2018 Lynne Prescott Lynne Prescott, CCLS LSI Executive Secretary OFFICIAL NOTICE FEBRUARY 2018-1 8